Highline Wealth Partners
UPS icon

Highline Wealth Partners’s United Parcel Service UPS Stock Holding History

Highline Wealth Partners’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$115K Buy
1,232
+130
+12% +$13.6K 0.02% 171
2026
Q2 		$118K Sell
1,102
-550
-33% -$57.2K 0.02% 152
2026
Q1 		$163K Buy
1,652
+1,545
+1,444% +$166K 0.04% 95
2025
Q4 		$10.6K Buy
107
+11
+11% +$1.03K ﹤0.01% 392
2025
Q3 		$8.03K Buy
96
+9
+10% +$815 ﹤0.01% 455
2025
Q2 		$8.83K Buy
87
+26
+43% +$2.56K ﹤0.01% 353
2025
Q1 		$6.69K Sell
61
-18
-23% -$2.15K ﹤0.01% 370
2024
Q4 		$10K Sell
79
-6
-7% -$790 ﹤0.01% 249
2024
Q3 		$11.6K Buy
85
+17
+25% +$2.23K ﹤0.01% 234
2024
Q2 		$9.25K Buy
68
+11
+19% +$1.58K ﹤0.01% 234
2024
Q1 		$8.51K Hold
57
– – ﹤0.01% 240
2023
Q4 		$8.96K Buy
57
+50
+714% +$7.56K ﹤0.01% 209
2023
Q3 		$1.09K Hold
7
– – ﹤0.01% 307
2023
Q2 		$1.26K Sell
7
-3
-30% -$533 ﹤0.01% 255
2023
Q1 		$1.94K Buy
10
+3
+43% +$550 ﹤0.01% 227
2022
Q4 		$1.22K Hold
7
– – ﹤0.01% 254
2022
Q3 		$1.13K Buy
+7
New +$1.32K ﹤0.01% 249

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Highline Wealth Partners's UPS Position: Q3 2026 in Review

Highline Wealth Partners increased its United Parcel Service (UPS) stake by 12% in Q3 2026, buying an estimated $13.6K and bringing the position to 1,232 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #171.

Highline Wealth Partners first reported a position in UPS in Q3 2022 and has held it in 17 quarters since. The position peaked at $163K in Q1 2026. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Highline Wealth Partners held 1,232 shares of United Parcel Service worth $115K as of Q3 2026.
  • Highline Wealth Partners bought 130 United Parcel Service shares in Q3 2026, an estimated $13.6K.
  • United Parcel Service made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #171 holding.
  • Highline Wealth Partners first reported a position in United Parcel Service in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's United Parcel Service position peaked at $163K in Q1 2026.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.